Balasa Dinverno & Foltz’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Balasa Dinverno & Foltz’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$83K	Buy	15,010 +255	+2%	+$1.54K	0.01%	333
2022 Q2	$87K	Buy	+14,755	New	+$89.1K	0.01%	331

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Balasa Dinverno & Foltz's SMFG Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.7% in Q3 2022, buying an estimated $1.54K and bringing the position to 15,010 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #333.

Balasa Dinverno & Foltz first reported a position in SMFG in Q2 2022 and has held it in 2 quarters since. The position peaked at $87K in Q2 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

Balasa Dinverno & Foltz held 15,010 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $83K as of Q3 2022.
Balasa Dinverno & Foltz bought 255 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2022, an estimated $1.54K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #333 holding.
Balasa Dinverno & Foltz first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2022 and has held it in 2 quarters since.
Balasa Dinverno & Foltz's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $87K in Q2 2022.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.